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Artificial Intelligence 24 February 2026 - 25 February 2026

AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD rose about 0.8% to $215.50 in premarket trading Wednesday after announcing a multi-year deal with Meta to supply up to 6 gigawatts of Instinct GPUs. Meta received a performance-based warrant for up to 160 million AMD shares, vesting in tranches tied to chip shipments and stock-price targets. Reuters reported the agreement could reach $60 billion over five years.
25 February 2026
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Tempus AI (TEM) stock drops 4% in premarket as 2026 outlook lands after Q4 results

Tempus AI (TEM) stock drops 4% in premarket as 2026 outlook lands after Q4 results

Tempus AI shares fell 4.1% to $55.59 in premarket trading after the company set 2026 revenue guidance at $1.59 billion and projected adjusted EBITDA of $65 million. Fourth-quarter revenue jumped 83% to $367.2 million, with MRD test volume up 56% to about 4,700. The company still posted a net loss and relied on stock-based compensation. The stock closed Tuesday at $57.95.
25 February 2026
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AMD stock steadies before the open after Meta AI chip deal, 160 mln-share warrant

AMD stock steadies before the open after Meta AI chip deal, 160 mln-share warrant

AMD shares rose 0.4% in premarket trading after announcing a five-year AI chip supply deal with Meta worth up to $60 billion. The agreement gives Meta a warrant to buy up to 10% of AMD stock at $0.01 per share, tied to shipment and stock-price milestones. The deal comes hours before Nvidia’s earnings report, which investors are watching for AI chip demand signals.
25 February 2026
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Tokyo stock market today: Nikkei hits new record as yen weakens and AI jitters ease

Tokyo stock market today: Nikkei hits new record as yen weakens and AI jitters ease

Japan’s Nikkei 225 rose 1.1% to a record 58,047.89 in early Wednesday trade, boosted by a weaker yen and steady AI sentiment. The yen fell to 155.74 per dollar after reports of political doubts over further Bank of Japan rate hikes. January’s services producer price index increased 2.6% year-on-year, matching December. Foreign investors bought a net 1.42 trillion yen of Japanese stocks in the week to Feb. 14.
25 February 2026
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Mastercard stock price drops below $500 as viral AI report hits payment names

Mastercard stock price drops below $500 as viral AI report hits payment names

Mastercard shares fell 5.7% to $498 in after-hours trading Tuesday, with about 6.3 million shares changing hands. Visa dropped 4.5% and American Express slid 7.2% in the same session. The declines followed a widely circulated report warning of AI-driven job losses and margin pressure. Mastercard also announced a remittance partnership with Triple-A and the sale of SessionM to Capillary Technologies for $20 million.
25 February 2026
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CrowdStrike stock steadies after Anthropic AI tool rattles cybersecurity names

CrowdStrike stock steadies after Anthropic AI tool rattles cybersecurity names

CrowdStrike shares closed down 0.02% at $350.25 Tuesday and slipped further in after-hours trading. The move followed a broader selloff in cybersecurity stocks sparked by concerns over new AI security tools from Anthropic. TD Cowen cut its price target on CrowdStrike to $480, citing market contraction. Investors await CrowdStrike’s March 3 earnings and outlook.
25 February 2026
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Palo Alto Networks stock dips as Daiwa cuts target, while Anthropic’s AI push keeps cyber names jumpy

Palo Alto Networks stock dips as Daiwa cuts target, while Anthropic’s AI push keeps cyber names jumpy

Palo Alto Networks shares fell 1.7% to $141.67 Tuesday, then edged up 0.5% after hours, after Daiwa cut its price target to $175 but kept an “outperform” rating. The move follows new AI product launches from Anthropic that have fueled investor concern over automation in cybersecurity. Palo Alto cited strong AI security adoption and announced a partnership with ServiceNow and Bell Canada.
25 February 2026
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Microsoft stock snaps back after Monday slump as AI jitters cool

Microsoft stock snaps back after Monday slump as AI jitters cool

Microsoft shares closed up 1.2% at $389.04 Tuesday, recovering part of Monday’s 3.2% drop as tech stocks steadied. The S&P 500 software and services index rose 1.4% amid new AI “plug-in” launches from Anthropic. Investors await Nvidia’s results Wednesday for signals on AI spending. New U.S. tariffs took effect at 10% Tuesday, below the 15% level previously indicated.
24 February 2026
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Accenture stock price slips again as ACN hovers near 52-week low on OpenAI Frontier push, fresh deals

Accenture stock price slips again as ACN hovers near 52-week low on OpenAI Frontier push, fresh deals

Accenture shares dropped 1.7% to $197.71 by 3:35 p.m. EST Tuesday, near a 52-week low, after a 6.6% slide in the prior session. The company announced a Brazil infrastructure consulting deal and an AI technology acquisition for telecoms. OpenAI launched its Frontier Alliance with Accenture and other firms to accelerate enterprise AI adoption. Terms of Accenture’s acquisitions were not disclosed.
24 February 2026
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Bank of America stock price today: BAC falls as tariff chaos and AI worries keep banks on edge

Bank of America stock price today: BAC falls as tariff chaos and AI worries keep banks on edge

Bank of America shares fell 1.3% to $50.40 Tuesday afternoon, following a 3.75% drop Monday, underperforming a broader market rebound. Uncertainty over new U.S. tariffs and AI disruption continued to pressure financial stocks. The stock dipped below its 200-day moving average, trading over 31 million shares. Investors are watching Fed remarks and Bank of America’s March 10 conference appearance.
24 February 2026
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Corning stock (GLW) jumps again as AI data-center cable demand keeps the rally moving

Corning stock (GLW) jumps again as AI data-center cable demand keeps the rally moving

Corning shares climbed nearly 4% Tuesday, hitting a new 52-week high of $152.91 before trading at $150.99 in afternoon action. The stock has surged on heavy volume following a $6 billion supply deal with Meta and rising earnings forecasts. Monday’s close marked a second straight session of gains, with volume more than double the 50-day average. Investors await upcoming conference appearances and the next dividend record date.
24 February 2026
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XRP price near $1.36 today: tariff confusion and an AI scare keep crypto traders cautious

XRP price near $1.36 today: tariff confusion and an AI scare keep crypto traders cautious

XRP stabilized near $1.36 Tuesday after dropping 2.9% and 2.6% in the previous two sessions, tracking broader market unease over new U.S. tariffs and a viral AI downturn scenario. The token briefly touched $1.31 before recovering. Bitcoin slipped 0.5% to $64,113, while ether was steady near $1,852. Traders focused on Trump’s State of the Union and Nvidia’s results for direction.
24 February 2026
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Lumentum stock hits fresh high as traders lean into AI optics demand

Lumentum stock hits fresh high as traders lean into AI optics demand

Lumentum shares hit $688.27 before easing to $674.73, up about 1.1% in late-morning New York trading Tuesday, with volume at 4.5 million shares. The move follows strong demand for optical circuit switches and co-packaged optics tied to AI data centers. Investors await management’s investor briefing at OFC on March 17. Peers traded mixed, while the broader semiconductor ETF slipped 0.7%.
24 February 2026
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Meta stock slips as AMD AI chip pact puts spending back in focus ahead of Nvidia earnings

Meta stock slips as AMD AI chip pact puts spending back in focus ahead of Nvidia earnings

Meta Platforms shares fell 2.8% to $637.25 after AMD agreed to supply up to $60 billion in AI chips over five years, with Meta gaining an option for up to 10% of AMD’s equity. AMD will begin shipments in late 2026. Nvidia’s earnings report on Feb. 25 is seen as the next key indicator for AI demand and tech sector spending.
24 February 2026
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Alphabet (GOOG) stock slips as Google data center power deal puts AI spending back in focus

Alphabet (GOOG) stock slips as Google data center power deal puts AI spending back in focus

Alphabet Class C shares fell 0.8% to $309.13 in morning trading Tuesday, trailing a stronger Nasdaq. Xcel Energy said it will supply power for a new Google data center in Minnesota, with Google funding 1,900 megawatts of new capacity. Wells Fargo upgraded Alphabet to Overweight and raised its price target to $387. Investors await Nvidia’s earnings for signals on AI spending.
24 February 2026
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AMD stock price jumps after Meta AI chip deal includes 10% stake option

AMD stock price jumps after Meta AI chip deal includes 10% stake option

AMD shares rose 7% to $210.30 after Meta agreed to buy up to $60 billion in AI chips over five years, with a warrant to purchase up to 160 million AMD shares at $0.01 each. The warrant vests in tranches tied to shipment and stock price milestones, running until February 2031. First shipments are scheduled for the second half of 2026. Traders await Nvidia’s earnings on Feb. 25.
24 February 2026
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Microsoft stock steadies near $385 as AI spending worries set the tone for MSFT

Microsoft stock steadies near $385 as AI spending worries set the tone for MSFT

Microsoft shares rose 0.2% to $385.28 in early Tuesday trading after a 3.2% drop the previous session. Bridgewater Associates estimated Big Tech could spend $650 billion on AI infrastructure this year, warning of downside risk. Investors are watching Nvidia’s earnings Wednesday for signals on AI demand. Microsoft CEO Satya Nadella is scheduled to speak at a Morgan Stanley conference on March 4.
24 February 2026
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Datadog stock slides in early trade as Anthropic’s AI security tool keeps investors wary

Datadog stock slides in early trade as Anthropic’s AI security tool keeps investors wary

Datadog shares fell 1.3% to $101.24 in early Tuesday trading after AI startup Anthropic launched Claude Code Security, a tool targeting software vulnerabilities. Other cybersecurity stocks and IBM also dropped sharply Monday on similar concerns. Datadog recently beat Q4 estimates with $953.2 million in revenue and forecast Q1 revenue of $951–$961 million. A Form 144 filing showed insider Alexis T. LeQuoc proposed selling 21,612 shares.
24 February 2026
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Stock Market Today

  • Dow Hits Record High as Oil Prices Ease and US Stocks Rally
    June 4, 2026, 5:52 PM EDT. The Dow Jones Industrial Average surged to a record high Thursday, buoyed by falling oil prices and easing U.S. bond yields. The dip in oil, a key input cost, helped relieve inflation worries. Stocks outside the high-flying artificial intelligence sector, including banks and small-cap companies, saw notable gains. The market's broad rally signals renewed investor confidence amid mixed economic signals. This follows earlier selling pressure in sectors sensitive to interest rates and commodity prices.

Latest articles

T1 Energy Stock Touches 52-Week High After $32M Battery Deal Draws AI Investors

T1 Energy Stock Touches 52-Week High After $32M Battery Deal Draws AI Investors

4 June 2026
T1 Energy surged 1.4% to $11.66, hitting a 52-week high after agreeing to buy KORE Power for $32 million, expanding into battery storage and AI data center power; the company expects the deal to boost EBITDA in 2026 and add $15–$20 million in 2027, but closing depends on approvals and faces risks from project delays, supply chain, and clean-energy policy uncertainty.
Merck Stock Gains as Keytruda Concerns Ease, Investors Look to Pipeline Bets

Merck Stock Gains as Keytruda Concerns Ease, Investors Look to Pipeline Bets

4 June 2026
Merck shares surged 4.9% to $120.26 after ASCO data showed its new cancer drug sac-TMT combined with Keytruda improved progression-free survival, reinforcing confidence in Merck’s post-Keytruda pipeline as investors weigh looming patent expirations and competition, with the stock’s rally fueled by optimism but tempered by risks of future trial and regulatory outcomes.
Lululemon Slashes Outlook, Raising Pressure on Incoming CEO

Lululemon Slashes Outlook, Raising Pressure on Incoming CEO

4 June 2026
Lululemon slashed its annual revenue and profit forecasts due to weak U.S. demand, sending shares down about 9% in after-hours trading; the company now expects fiscal 2026 revenue of $11.00–$11.15 billion and EPS of $10.95–$11.15, both below previous guidance, as gross margin fell and U.S. sales dropped despite international growth.
Rubrik Lifts 2027 Outlook as AI Security Trade Stays Messy

Rubrik Lifts 2027 Outlook as AI Security Trade Stays Messy

4 June 2026
Rubrik shares fell 3% despite first-quarter revenue jumping 39% and a raised fiscal 2027 outlook, as investors weighed strong AI-driven subscription growth against ongoing GAAP losses and tough competition, with the stock lagging larger cybersecurity peers despite beating earnings and revenue estimates.
Planet Labs tops revenue estimates, faces next challenges

Planet Labs tops revenue estimates, faces next challenges

4 June 2026
Planet Labs smashed revenue estimates with a record $94.2 million, up 42% year-over-year, as government and defense demand drove backlog up 72% to $906 million, but net loss ballooned to $138.9 million due to a $106.5 million warrant-liability revaluation tied to the share price surge; Planet forecast Q2 revenue of $102–$107 million and adjusted EBITDA profit of up to $5 million.
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